See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,881 | $60,892-82.1% | $82,389-86.8% | $84,808-87.2% |
| Participation rate | 80.8% | 63.3%+17.5pp | 69.5%+11.2pp | 68.3%+12.5pp |
| Annual return | 15.55% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,006 | $1,779-43.5% | $2,517-60.0% | $2,631-61.8% |
| Participant deferral / active EE | $1,874 | $3,179-41.1% | $4,155-54.9% | $4,212-55.5% |
| Admin fee / account holder | $1,798 | $5,467-67.1% | $7,231-75.1% | $7,344-75.5% |